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Berkshire Hathaway Class B

3,607 hedge funds and large institutions have $299B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,364 increasing their positions, 1,447 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 89

81% more call options, than puts

Call options by funds: $6.86B | Put options by funds: $3.8B

16% more capital invested

Capital invested by funds: $257B → $299B (+$41.7B)

3% more funds holding in top 10

Funds holding in top 10: 633650 (+17)

2% more funds holding

Funds holding: 3,5533,607 (+54)

1.1% more ownership

Funds ownership: 63.94%65.03% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,447

Holders
3,607
Holders Change
+54
Holders Change %
+1.52%
% of All Funds
56.6%
Holding in Top 10
650
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.69%
% of All Funds
10.2%
New
176
Increased
1,364
Reduced
1,447
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Change in
Stake
DP
3251
Divergent Planning
Maryland
$325K
BWM
3252
Brickley Wealth Management
California
$325K +$11.4K +35 +4%
HKIMG
3253
Hutchens & Kramer Investment Management Group
Indiana
$325K +$3.59K +11 +1%
PFG
3254
Prosperity Financial Group
California
$325K +$311K +952 New
CCM
3255
Cox Capital Management
Massachusetts
$324K
CCC
3256
Chelsea Counsel Company
California
$324K
HWMT
3257
Heritage Wealth Management (Texas)
Texas
$323K
MLIC
3258
Mandatum Life Insurance Company
Finland
$323K -$65.9K -202 -18%
CAMV
3259
Concord Asset Management (Virginia)
Virginia
$323K +$17K +52 +6%
WOC
3260
West Oak Capital
California
$322K
APC
3261
Aspire Private Capital
North Carolina
$321K -$7.18K -22 -2%
RSS
3262
Rosenblum Silverman Sutton
California
$320K
CFSG
3263
Clark Financial Services Group
Missouri
$318K +$32.6K +100 +12%
AWM
3264
Affinity Wealth Management
Delaware
$317K
GSIS
3265
Global Strategic Investment Solutions
Arizona
$317K +$979 +3 +0.3%
GFA
3266
Gallagher Fiduciary Advisors
Illinois
$316K +$16.3K +50 +6%
BIG
3267
Builder Investment Group
Georgia
$315K
MAG
3268
MRA Advisory Group
New Jersey
$314K -$111K -340 -27%
WFS
3269
Widmann Financial Services
Maryland
$314K
OCM
3270
Orion Capital Management
California
$313K +$2.61K +8 +0.9%
SFG
3271
Steward Financial Group
Texas
$313K
KFS
3272
Kelly Financial Services
Massachusetts
$312K -$2.29K -7 -0.8%
CIP
3273
Capital Insight Partners
Arizona
$312K -$68.5K -210 -19%
CGFA
3274
Colton Groome Financial Advisors
North Carolina
$311K -$127K -390 -30%
BCAM
3275
Boston Common Asset Management
Massachusetts
$311K

BRK.B Hedge Fund Activity: Q2 2023 in Review

3,607 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2023, worth a combined $299B — up 16% from $257B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new BRK.B positions and 89 closed out — a net gain of 87 holders — while 1,364 added to existing stakes and 1,447 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.78B. The largest seller was Bank of America, cutting an estimated $559M.

  • 3,607 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2023, up from 3,553 in Q1 2023.
  • Funds reported $299B of Berkshire Hathaway Class B stock for Q2 2023, up 16% quarter-over-quarter.
  • 176 funds opened new Berkshire Hathaway Class B positions in Q2 2023 and 89 closed out, a net change of +87 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2023 was Gates Foundation Trust, an estimated $1.78B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2023 was Bank of America, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2023.